Planning matters

Open Enrollment: Why You Should Review Your Benefits Every Year

Navigating the waters of health insurance plans, flexible spending accounts (FSA) and deductibles can be confusing and present tough, but important choices. So, when you get the email from your company about open enrollment, it’s worth it to take time look at what you’re really getting. Here are some reasons why you should review your…

Read More

Effective Tax Planning Starts Now!

With summertime activities in full swing, tax planning is probably not on the top of your to-do list. But putting it off creates a problem at the end of the year when there’s little time for changes to take effect. If you take the time to plan now, you’ll have six months for your actions…

Read More

Overconfidence: There’s More to Thinking Than You Think

The concept of behavioral finance is a relatively new field of study that combines psychological theory with conventional economics. We may not realize it, but we all have certain biases as investors, and that impacts the financial decisions we each make. Even the most disciplined investor may have difficulty overcoming personal biases – it’s how…

Read More

The Johnson Bixby Summer Reading List

Last Friday, June 21 marked the first day of summer – a time to enjoy reading on the porch, picnic blanket or by the pool. If you’re still looking for summer reading suggestions, you are in luck. We’ve asked some of the Johnson Bixby team to share their summer reading recommendations. From long-time favorites to…

Read More

An Interview with Johnson Bixby’s Insurance Specialist

A critical part of any financial plan having a strategy in place to protect the wealth you have worked hard to accumulate. Insurance plays a key role in providing that protection. That is why at Johnson Bixby we feel it’s important to have an “in-house” insurance specialist who works with clients through each step of…

Read More